Purchases and Sales Made in Q4 2024 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TRUST ISHARES PFD AND .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.45K- 21.66% |
$108K - $116K
|
12.5K
$391K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-3.66K- 10.42% |
$114K - $122K
|
31.4K
$984K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-3.72K- 0.48% |
$116K - $125K
|
774K
$24.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.75K- 1.46% |
$117K - $125K
|
253K
$7.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-3.87K- 9.3% |
$121K - $130K
|
37.7K
$1.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-3.88K- 3.12% |
$121K - $130K
|
121K
$3.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.96K- 6.82% |
$124K - $133K
|
54K
$1.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell Capital Management Inc
|
SELL
|
- |
-4.01K- 1.43% |
$125K - $134K
|
277K
$8.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.05K- 6.14% |
$126K - $136K
|
61.8K
$1.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-4.07K- 13.61% |
$127K - $136K
|
25.8K
$810K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-4.1K- 30.84% |
$128K - $137K
|
9.19K
$288K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-4.11K- 5.64% |
$128K - $138K
|
68.7K
$2.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-4.25K- 5.34% |
$133K - $143K
|
75.3K
$2.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-4.29K- 1.99% |
$134K - $144K
|
212K
$6.63M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-4.29K- 8.03% |
$134K - $144K
|
49.1K
$1.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-4.3K- 8.25% |
$134K - $144K
|
47.8K
$1.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.37K- 40.04% |
$136K - $146K
|
6.54K
$205K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-4.45K- 6.33% |
$139K - $149K
|
65.9K
$2.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-4.47K- 9.46% |
$140K - $150K
|
42.8K
$1.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-4.47K- 33.33% |
$140K - $150K
|
8.95K
$280K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-4.48K- 30.05% |
$140K - $150K
|
10.4K
$327K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.52K- 19.72% |
$141K - $151K
|
18.4K
$577K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.57K- 2.06% |
$143K - $153K
|
218K
$6.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-4.66K- 3.79% |
$145K - $156K
|
118K
$3.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-4.7K- 17.86% |
$147K - $157K
|
21.6K
$677K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-4.7K- 19.4% |
$147K - $157K
|
19.5K
$612K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.71K- 10.74% |
$147K - $158K
|
39.2K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-4.76K- 26.39% |
$149K - $159K
|
13.3K
$416K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4.79K- 11.25% |
$150K - $161K
|
37.8K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-4.8K- 32.32% |
$150K - $161K
|
10.1K
$315K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.85K- 14.85% |
$151K - $162K
|
27.8K
$871K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.86K- 14.28% |
$152K - $163K
|
29.2K
$915K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5K- 17.88% |
$156K - $168K
|
23K
$720K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.07K- 24.54% |
$158K - $170K
|
15.6K
$489K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-5.1K- 37.52% |
$159K - $171K
|
8.49K
$266K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-5.13K- 48.26% |
$160K - $172K
|
5.5K
$172K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-5.13K- 27.52% |
$160K - $172K
|
13.5K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.16K- 6.23% |
$161K - $173K
|
77.7K
$2.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.2K- 3.32% |
$162K - $174K
|
151K
$4.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-5.32K- 6.15% |
$166K - $178K
|
81.3K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.49K- 20.41% |
$172K - $184K
|
21.4K
$671K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-5.53K- 2.36% |
$173K - $185K
|
229K
$7.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.64K- 3.43% |
$176K - $189K
|
158K
$4.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-5.64K- 13.36% |
$176K - $189K
|
36.6K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.73K- 3.95% |
$179K - $192K
|
139K
$4.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-5.88K- 21.07% |
$184K - $197K
|
22K
$691K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-6K- 36.57% |
$187K - $201K
|
10.4K
$326K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-6.08K- 6.36% |
$190K - $204K
|
89.5K
$2.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-6.1K- 33.81% |
$191K - $205K
|
12K
$374K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-6.19K- 6.52% |
$193K - $207K
|
88.7K
$2.78M
|